INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND INC (EIN 882958574) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

FRED ZUCKERMAN

Phone

2026246800

Tax Period

2024-01-01 to 2024-12-31

INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND INC, founded in 2022, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $1.3M, a strong 50% operating margin.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND POST-SECONDARY EDUCATIONAL AND VOCATIONAL INSTITUTIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $215,778

Program Service Revenue $0

Investment Income $144,844

Other Revenue $2,155,597

TOTAL REVENUE $2,516,219

Expense Breakdown

Grants Paid $904,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $904,000

Other Expenses $343,505

TOTAL EXPENSES $1,247,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,516,219	$3,058,703	-0.2%
Expenses	$1,247,505	$141,892	+7.8%
Net Income	$1,268,714	$2,916,811	-0.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$627,778

Total Directors

$1,412,945

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN M O'BRIEN	PRESIDENT	1.00	Officer Director	$0	$82,477	$471,455
LINDSAY DOUGHERTY	SECRETARY & TEASURER	1.00	Officer Director	$0	$21,614	$29,623
RICHARD ERICKSON	VICE PRESIDENT	1.00	Officer Director	$0	$32,787	$126,700
CHRIS GRISWOLD	DIRECTOR	1.00	Director	$0	$32,787	$127,106
BRENT TAYLOR	DIRECTOR	1.00	Director	$0	$32,787	$126,588
JAMES WRIGHT	DIRECTOR	1.00	Director	$0	$34,287	$128,045
FRED ZUCKERMAN	DIRECTOR	1.00	Director	$0	$54,823	$403,428

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,516,219	$1,247,505	$8,322,009	$1,268,714
2023	$3,058,703	$141,892	$5,104,577	$2,916,811
2022	$2,000,000	No data	$3,351,176	No data

INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND INC